Advisers 'must boost growth' with client recommendations

Speaking at the Chartered Institute for Securities & Investment's (CISI) Financial Planning Conference 2023, Bray explained that recommendations are the only source of inquiry that advisers "have complete control over". "These recommendations not only convert clients into advocates but also play a pivotal role in driving growth, enhancing efficiency, improving profit margins, and reducing reliance on other marketing avenues," he told delegates. According to Bray, a well-thought-out recommendation strategy should precede all other marketing tactics. "When someone recommends your servic...